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Quantum Growth Engine

$QGEAIENGFFrank C.

About Quantum Growth Engine

Quantum Growth Engine targets asymmetric upside by concentrating capital into the infrastructure powering the AI revolution — semiconductors, enterprise intelligence, cloud computing, and high-conviction next-generation technology leaders. Built for aggressive long-term growth, not average returns.

Asset Breakdown

NVDA31.02%
MSFT25.74%
PLTR23.16%
GOOGL11.4%
TSM8.68%

About the Creator

Running Quantum Growth Engine (QGE) — A concentrated growth portfolio targeting the companies building the future of AI, automation, and next-generation technology. High conviction, actively managed, and designed for long-term compounding through disciplined positioning and innovation-driven market leadership.

Activity

Total Rebalances32
Last RebalanceJul 15, 2026

Posts by Creator

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$QGEAIENG Quantum Growth Engine maintains its current allocation structure to preserve concentrated exposure across the AI value chain, including compute infrastructure, enterprise software, semiconductor manufacturing, and foundational AI platforms. slightly even doubt the holdings. Nothing major.

Changes:MSFT +4.0%NVDA +3.0%PLTR -4.0%TSM -3.0%

Quantum Growth Engine has been rebalanced to maintain concentrated exposure to the companies building the foundation of the AI economy while improving diversification across compute, software, cloud, and semiconductor manufacturing. The updated allocation increases weight in established AI infrastructure leaders and modestly reduces concentration in higher-volatility positions, resulting in target weights of 35% NVIDIA, 22% Microsoft, 18% Palantir, 15% Alphabet, and 10% Taiwan Semiconductor. QGE remains focused on capturing long-term asymmetric upside from accelerating AI adoption, enterprise deployment, and global compute demand rather than reacting to short-term market fluctuations.

Changes:PLTR +7.0%NVDA +2.0%MSFT -7.0%TSM -2.0%

Quantum Growth Engine (QGE) was rebalanced today to increase exposure to high-conviction AI leaders while maintaining focus on the infrastructure powering the AI economy.